Melody Bakhshandeh

Executive Assistant to CEO President @LevitZacks

San Diego, CA, US

Executive assistant to the President/CEO, audit and process e-file for the tax department. Duties include, but are not limited to: manage President/CEO\'s calendar, schedule meetings, prepare presentations utilizing PowerPoint, format financial statements, prepare client copies of issued financial statements, project tracking, maintain inventory, order supplies, release e-filed returns, and process firm accounts payable including CAF125 Plan. Organize various company events throughout the year, marketing including purchase swag, create brochures, webinar management and represent the firm at various community events, obtain one of a kind corporate gifts, make travel and continuing education arrangements as needed, proofread new client proposals, and back-up other firm admin with covering phones, assemble tax returns, billing inquiries, etc as needed.